Pluvalca Allcaps

Pluvalca Allcaps

Eurozone Equities – Large and Mid-Cap

Art.8

"A stock-picking fund combining top-down and bottom-up analysis."

Key Points

  • A French equities fund focused on large and mid-cap companies from all sectors, selected through in-depth analysis.
  • Rigorous stock-picking to identify and include around 60 companies in the portfolio.
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Date de création

6 March 2009

Forme juridique

French-law UCITS V coordinated SICAV compartment

Classification

France Equity

OPCVM éligible au PEA

NO

Devise

EUR

Codes ISIN

FR0000422842 (Pluvalca Allcaps A),
FR0013294204 (Pluvalca Allcaps B),
FR0012219905 (Pluvalca Allcaps I)

Frais

Refer to the Prospectus and the KID for each share class available above in the Documents section.

Société de gestion

Montpensier Arbevel

Dépositaire

Société Générale

Valorisation

Daily

Cut-off

Refer to the prospectus and contact the bank through which the order was placed.

Durée de placement recommandée

Greater tha 5 years

Pays de commercialisation

France, Luxembourg

Centralisateur

Société Générale

Agent de transfert

SFDR

8
The investment decision takes into account all the characteristics, objectives, and risks of the UCITS as described in its regulatory documentation: prospectus, KID, and, where applicable, the SFDR pre-contractual document, which should be consulted before making any final investment decision. The figures mentioned relate to past years. Past performance is not a reliable indicator of future performance. The UCITS carries a risk of capital loss.

ISIN: FR0000422842

VL

595.38€

au 05/16/2025

Indicateur de Risque - SRI

The risk indicator assumes that you hold the product for 5 years. The actual risk may be significantly different if you exit before the recommended holding period ends, and you may receive less in return. You risk selling your product at a price that could significantly impact the amount you receive back.

Documents

Risques

  • Risk of capital loss
  • Equity market risk
  • Risk related to investment in small and mid-cap equities
  • Interest rate risk
  • Credit risk
  • Risk related to convertible bonds
  • Foreign exchange risk
  • Risk related to the impact of techniques such as derivatives
  • Counterparty risk
  • Risks related to collateral management (operational, custodial, legal)
  • Sustainability risks

The risks are detailed in the prospectus.

YTD

9.57%

5 ans

71.26%

-1.91%